Parhaat Future Planning Podcastit (2024)

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52: I'm an Uncommitted 2026 20:10

1d ago20:10

20:10

In today's episode it's all about the class of 2026! You are not alone and there are so many juniors still working to connect with college coaches and find the right future home. I go over some things coaches are thinking behind the scenes as well as some action items to take this off season. If you're feeling lost and need some extra support here …

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Speaker Series: Hot Topics in International Estate Planning with Carolyn Reers 18:06

12d ago18:06

18:06

On the fifth episode of our speaker series, Partner Carolyn Reers explores the growing trend of high-net-worth individuals seeking residency or citizenship abroad for tax benefits and safety. She highlights popular destinations like Malta, St. Kitts and Nevis, and St. Lucia for citizenship through investment, as well as Italy, Malta, Portugal, Swit…

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51: Exposure vs. Development Camps // COACHING SESSION 18:02

9d ago18:02

18:02

On today's coaching session episode I dive into types of camps, goals to think about when choosing camps, and why camps can be an important part of your process! SUBMIT YOUR OWN QUESTION Connect with us: ⁠⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠⁠ Grab a meeting with me ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠…

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50: How You Market Yourself to Coaches Matters 24:22

15d ago24:22

24:22

Everything from metrics, to video, to emails, to the way you word things matters! The little things we often overlook are the things coaches are looking at as they choose who to keep on their list to continue to evaluate! Today on the podcast I dive into the things you can do to stand out to coaches as you work to connect with them! Connect with us…

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49: How to Stand out at Camp // COACHING SESSION 13:30

23d ago13:30

13:30

On today's coaching episode I dive into how the best way to stand out at camps is to choose the right camps, along with some other camp advice! SUBMIT YOUR OWN QUESTION Connect with us: ⁠⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠⁠ Grab a meeting with me ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠Kirjoittanut Quincy Lewis-Buggs

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Speaker Series: The Corporate Transparency Act 8:08

25d ago8:08

8:08

On the fourth episode of our speaker series, Partners Erin Nicholls, R.J. Kornhaas and Dimitri Tournas dive into the key compliance requirements of the Corporate Transparency Act (CTA) and its impact on small to medium-sized companies. They break down the new federal beneficial ownership registry, the filing requirements, and the challenges of iden…

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48: Headed Into Fall Showcase Season 25:57

29d ago25:57

25:57

In this week's episode I cover a few important points as we head into "Fall Showcase Season" and the D1 evaluation period! Connect with us: ⁠⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠Kirjoittanut Quincy Lewis-Buggs

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47: Where do we Start // COACHING SESSION 17:02

1M ago17:02

17:02

On today's coaching session episode I dive into where to start for 2028 families (or really any age) and share some of the things to do this year! Grab our College Planning Timeline Grab a Meeting with Me Info on our College Planning Program Connect with us: ⁠⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠…

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From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer 29:26

1M ago29:26

29:26

In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one t…

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46: What Finding Your Fit Actually Means 29:05

1M ago29:05

29:05

In today's episode I break down what finding your fit actually means when it comes to academics, social/emotional, financial, and softball. Along with sharing some stories of athletes from our 1:1 softball specific college planning program. Connect with us: ⁠⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠…

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45: Why Coaches Aren't Communicating Well Right Now // COACHING SESSION 16:45

2M ago16:45

16:45

LISTEN TO THIS IF YOU'RE AN ATHLETE WHO'S STRUGGLING WITH THE LACK OF COMMUNICATION FROM COACHES YOU HAVE A RELATIONSHIP WITH In today's episode we cover a timeline of the fall semester for coaches, a possible day schedule for coaches, and all the reasons they aren't in "recruiting mode" right now! SUBMIT YOUR OWN QUESTION Connect with us: ⁠⁠⁠Our c…

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Counsel for the C-Suite: Management Representation in M&A with Christian Chandler and James Greifzu 30:45

2M ago30:45

30:45

In a typical M&A transaction, the interests of the executives and management team can significantly diverge from the other parties to the transaction making it essential to retain independent counsel, separate from the buyer and the seller. In this episode, Erin Nicholls and Michael Clear are joined by Partners Christian Chandler and James Greifzu,…

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44: What to do When Your Athlete Doesn't Feel Good Enough 26:38

2M ago26:38

26:38

In today's episode I dive into why your athlete might not be feeling good enough, and some small adjustments to make to help support them. It's such a tough thing to see young women go through, and is so much more common than they realize! Connect with us: Our College Planning Program Submit a Question for the Podcast Instagram Facebook Group…

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Speaker Series: Divorce-Proofing Your Dynasty with Trusts 9:48

2M ago9:48

9:48

Navigating estate planning amidst divorce can be complex. On the third episode of our speaker series, Partner Matt Smith emphasizes the need for adaptable and forward-thinking strategies to protect assets across varying state laws. Highlighting cases where outdated estate plans clash with the modern realities of marriage, divorce, and inheritance, …

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43: Advice for First Time College Athlete Parents // COACHING SESSION 12:03

2M ago12:03

12:03

LISTEN TO THIS IF YOU'RE A PARENT WHO JUST SENT YOUR ATHLETE TO COLLEGE FOR THE FALL In today's episode we kick off our bi-weekly coaching sessions where I answer questions from you all! There's so much advice out there for student-athletes leaving for college but what about the parents? I dive into some advice for moms and dads over the next few m…

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Business Valuation Strategies with Evan Levine and Nainesh Shah of Complete Advisors 31:19

2M ago31:19

31:19

Timing is crucial for clients looking to gift before the potential sunset of the estate and gift tax exemption at the end of 2025.In today’s episode, Partner Erin Nicholls sits down with Evan Levine, Founder of Complete Advisors as well as his colleague, Nainesh Shah, lead analyst, who specializes in business valuations for trust and estate plannin…

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42: Happy Sept 1st 2026s! 20:55

2M ago20:55

20:55

In this episode I cover all the hype about Sept 1st, the dead period from Aug 28th - Sept 3rd and what to do if you don't get the interest and calls you wanted on Sept 1st. If you're looking to go in depth individually grab a discounted meeting with me! (For the class of 2026, ends 9/30). Connect with us: ⁠⁠Our college planning program⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠…

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Speaker Series: Prenups – Protecting Your Assets Before Saying “I Do” 12:48

3M ago12:48

12:48

With our second episode in our speaker series, Partner Helen Heintz dives into the increasingly common practice of drafting prenuptial agreements. Highlighting the evolution of her clientele over nearly two decades, Helen outlines the shift towards safeguarding inherited wealth in first and second marriages—primarily driven by concerned parents wan…

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41: Most Common Questions About Athletes From College Coaches 22:40

3M ago22:40

22:40

On this episode I'll go through the most common questions about our athletes that I got from college coaches this summer! Starting in September we'll also be transitioning to weekly episodes, with mini coaching sessions based on questions you all submit. Share your questions here so we can answer them for you on future episodes! Connect with us: ⁠O…

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Navigating the Tax Landscape: Insights on Gifting 14:57

3M ago14:57

14:57

On this episode, Partner Vanessa Maczko details where we are now with taxes and gifting, and where we are going. She discusses what is not a taxable gift and how to use your estate and gift tax exemptions. Vanessa also delves into what it means when the high exemption rates are expected to sunset in 2026, and what can be done with little to no exem…

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40: A conversation with Jess & Heather of Fundamental Fastpitch 43:27

3M ago43:27

43:27

In today's episode I welcome Jess Tanner and Heather Maloney of Fundamental Fastpitch to chat all things player development and becoming the type of athlete that college coaches look for. We start the conversation in elementary school, so this is a great one for parents of littles too! Next week on the Fundamental Fastpitch Podcast they're launchin…

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Seal the Deal: The Art of Selling Companies with M&A Expert Jacob Koenig 26:12

3M ago26:12

26:12

Jacob Koenig, Managing Director and Partner of Woodbridge International, sits down with Partners Erin Nicholls and Michael Clear to discuss his firm’s unique approach to selling companies, including their focus on marketing and their ability to reach an extensive network of well-vetted potential buyers. The conversation touches on current market co…

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39: Choosing a Travel Ball Team 18:47

4M ago18:47

18:47

This week on the podcast it's all about travel ball - I share some red flags to look for when looking at teams and hopefully start some good conversations for your family! Our college planning program⁠⁠⁠ ⁠⁠⁠Instagram⁠⁠⁠ ⁠⁠⁠Facebook Group⁠⁠⁠Kirjoittanut Quincy Lewis-Buggs

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The Entrepreneur’s Guide to Equity: Structuring for Success: Part 2 22:59

4M ago22:59

22:59

On this episode, Partners Erin Nicholls and Michael Clear continue their conversation with Wiggin and Dana Partner Jack Sousa, on entrepreneurship, equity, and entity structuring. They dive deep into the entrepreneur's guide to equity, employee stock options, and the strategic importance of early legal advice, with particularly valuable insights on…

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38: Conversations We're Having with College Coaches 26:05

4M ago26:05

26:05

The month of June flew by! I was out every weekend chatting with coaches about our athletes and also learning their perspectives to share with you all. In this episode I cover the transfer portal, standing out to college coaches, and more! Our college planning program⁠⁠ ⁠⁠Instagram⁠⁠ ⁠⁠Facebook Group⁠⁠…

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Launching “Future Focused: Private Wealth Insights” 4:36

4M ago4:36

4:36

In the latest podcast episode, host Michael Clear introduces the “Future Focused: Private Wealth Insights” blog, a platform designed to help optimize and protect your financial future. Explore domestic and international estate planning strategies, tax optimization, and more, with regularly updated content to keep you informed about the latest trend…

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IG Private Wealth Management-Don Fox-June 29, 2024 45:01

4M ago45:01

45:01

Questions for your advisor / A.I. and financial planning / Happy 'financial' Canada Day eh! / Longevity denialKirjoittanut CHML

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IG Private Wealth Management-Don Fox-June 22, 2024 45:48

5M ago45:48

45:48

Ditching DIY retirement planning / Why we do what we do / Wedding season / Summer financial funKirjoittanut CHML

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37: Catching up with our Athletes at the End of Freshman Year 44:55

5M ago44:55

44:55

This week on the podcast I chat with three alumnae of our 1:1 softball specific college planning program! Learn from Paige Bergan (Kings College), Keri Wesneski (Houghton University), and Jocelyn Jean (Elmira College) as they share some of their story and experiences throughout freshman year! Our college planning program⁠ ⁠Instagram⁠ ⁠Facebook Grou…

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The Entrepreneur's Guide to Equity: Structuring for Success 22:39

5M ago22:39

22:39

Discover the intersection between founding ventures and estate planning on today’s episode of Future Focused. Wiggin and Dana Partner Jack Sousa, a founder of wiggin(x) and co-chair of our Emerging Company and Venture Capital Group sits down with Partners Erin Nicholls and Michael Clear and offers invaluable insights into the client experience on W…

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IG Private Wealth Management-Don Fox-June 15, 2024 46:13

5M ago46:13

46:13

Interest rates & housing / Capital gains taxes / Father's Day financial planning / What's old is new againKirjoittanut CHML

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IG Private Wealth Management-Don Fox-June 8, 2024 47:47

5M ago47:47

47:47

Kirjoittanut CHML

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36: How I Tackled Showcase Season as a College Coach 15:50

5M ago15:50

15:50

Surprise! We're now launching new episode's on Thursday so you can listen together as a family on the way to your tournament this summer! In today's episode I take listeners through my planning process as a college coach for the summer and individual showcase tournaments. Our college planning program⁠ ⁠Instagram⁠ ⁠Facebook Group⁠…

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A Guide for Business Owners: Navigating the Complexities of Estate Planning 15:46

5M ago15:46

15:46

Business owners have their own set of challenges to address when considering estate planning strategies, including family concerns, personal concerns and operation of the business itself. On this episode, Partner Michael Clear supplies a roadmap of estate planning options for business owners that seek to address these challenges. He reviews the thr…

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35: 1:1 College Planning Enrolling Now // HERE'S WHAT TO KNOW 20:59

5M ago20:59

20:59

We are currently accepting athletes in grad years 2025-2028 in our 1:1 softball specific college planning program! Listen to this episode to get to know the ins and outs of the program, how we support our athletes, and more! Set up a meeting to learn how we can support you Our college planning program⁠ ⁠Instagram⁠ ⁠Facebook Group⁠…

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IG Private Wealth Management-Don Fox-June 1, 2024 47:41

5M ago47:41

47:41

Guest - Jill Archer Regional Estate & Insurance Specialist I.G / Discussing Capital Gains Tax grab affects everyoneKirjoittanut CHML

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34: Quincy's Story 34:55

6M ago34:55

34:55

This week on the podcast Quincy, Diamond Dynamics Softball Owner and the voice you hear each episode, is getting real and raw about her own high school college planning and college coaching experiences. Want to chat with her after listening? Connect in the following ways: Our college planning program Instagram Facebook Group…

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IG Private Wealth Management Don Fox-May 25, 2024 45:17

6M ago45:17

45:17

Divorce planning / The spender and the saver / Buying a car? / MailboxKirjoittanut CHML

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IG Private Wealth Management-Don Fox-May 18, 2024 45:15

6M ago45:15

45:15

Philip Petursson - Chief Investment Strategist - IGKirjoittanut CHML

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33: 5 Things Committed 2024s Forget About 22:48

6M ago22:48

22:48

Our 2024s were not thrilled that they didn't get their own grad year week, so here we are chatting all about 2024s on the podcast this week. It's such an exciting time for you all, and I can't wait to see what amazing things you accomplish over the next 4 years! Email List Facebook Group InstagramKirjoittanut Quincy Lewis-Buggs

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IG Private Wealth Management-Don Fox-May 11, 2024 47:34

6M ago47:34

47:34

Kirjoittanut CHML

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32: 5 Things 2028 Parents Forget About 20:23

6M ago20:23

20:23

We're kicking off 2028 week with 5 things 2028 parents tend to forget about! Tune into our social media and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Email List Facebook Group Instagram…

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IG Private Wealth Management Don Fox-May 4, 2024 48:00

6M ago48:00

48:00

Guest-Shahrshad Rajabzadeh V.P. National Sales I.G. InvestmentsKirjoittanut CHML

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31: 5 Things 2027s Forget About 28:09

6M ago28:09

28:09

We're kicking off 2027 Week with 5 things 2027s tend to forget about! Tune into our social media and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Facebook Group Email List Instagram…

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IG Private Wealth Management Don Fox-April 27, 2024 46:18

7M ago46:18

46:18

Budget breakdown / First time home buyers / Home equity / Captial gains taxKirjoittanut CHML

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30: 5 Things 2026s Forget About 22:58

7M ago22:58

22:58

We are kicking of 2026 Week with 5 things 2026s tend to forget about! Tune into our social medias and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Facebook Group Email List Instagram…

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IG Private Wealth Management Don Fox-April 20, 2024 48:00

7M ago48:00

48:00

RDSP & ODSP / Capital gain reserves / Tax refund, to get one or not? / Investor behaviorKirjoittanut CHML

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29: 5 Things 2025s Forget About 16:55

7M ago16:55

16:55

We are kicking off 2025 Week with 5 things 2025s tend to forget about! Tune into our social media and join our grad year specific email list for more content! Feeling overwhelmed after listening? Jump on my schedule for a call and we can chat about how our program can support you! Facebook Group Email List Instagram…

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IG Private Wealth Management Don Fox-April 13, 2024 47:01

7M ago47:01

47:01

RESP strategies / My CRA account / Cyber fishing attacks / Tax tips for 1st timersKirjoittanut CHML

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The CTA is Here to Stay: Reporting Requirements under the Corporate Transparency Act 22:17

7M ago22:17

22:17

On this episode, Partners Michael Clear and Erin Nicholls review the requirements under the Corporate Transparency Act (“CTA”) now in effect. They discuss what exemptions available to entities, who the beneficial owners are, when to file reports, and other insights into what is needed to comply with the CTA. Be sure to tune into this episode and re…

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